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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
3551
Fulcrum Equity Management
Texas
$790K -$8.32M -12,310 -91%
WWG
3552
West Wealth Group
California
$788K +$105K +155 +15%
GFG
3553
Grantvest Financial Group
New Jersey
$788K +$1.35K +2 +0.2%
FGC
3554
First Growth Capital
Maryland
$788K +$770K +1,139 New
SFMG
3555
Sage Financial Management Group
Virginia
$788K -$1.35K -2 -0.2%
DWA
3556
Dougherty Wealth Advisers
Minnesota
$787K +$668K +988 +595%
PPC
3557
Pennington Partners & Co
Maryland
$785K +$246K +364 +46%
KCIC
3558
Kuhn & Co Investment Counsel
Illinois
$784K -$643K -951 -45%
GA
3559
Gordian Advisors
Arizona
$784K – – –
PFS
3560
Paller Financial Services
Colorado
$784K +$777K +1,149 New
VIPI
3561
Vista Investment Partners II
Indiana
$782K -$9.46K -14 -1%
PCM
3562
Palisade Capital Management
New Jersey
$782K +$71K +105 +10%
ACM
3563
Ardent Capital Management
Ohio
$781K – – –
RCG
3564
Regatta Capital Group
California
$778K +$126K +187 +20%
BOSSRA
3565
B.O.S.S. Retirement Advisors
Utah
$776K -$35.8K -53 -4%
LC
3566
Lincoln Capital
Nebraska
$776K -$4.05K -6 -0.5%
TIAM2
3567
Tru Independence Asset Management 2
Oregon
$774K – – –
IWA
3568
IVC Wealth Advisors
Pennsylvania
$773K – – –
AWM
3569
Ariadne Wealth Management
California
$773K -$135K -200 -15%
FA
3570
Fermata Advisors
California
$771K +$31.1K +46 +4%
KIG
3571
Kennedy Investment Group
New Jersey
$770K +$81.1K +120 +12%
SNB
3572
Security National Bank
Nebraska
$770K +$57.5K +85 +8%
PM
3573
Phraction Management
Connecticut
$769K -$132K -196 -15%
BBA
3574
Braun-Bostich & Associates
Pennsylvania
$769K +$12.2K +18 +2%
VPW
3575
Variant Private Wealth
Virginia
$769K +$19.6K +29 +3%
141 142
143
144 145